**US Economy Strength & Infrastructure Spending:** A robust US economy, evidenced by strong job growth and low unemployment, positively impacts Arcosa's core construction and engineered structures segments by driving demand for infrastructure projects and related materials.

**Inflationary Pressures from Higher Oil Prices:** The Middle East conflict is driving oil prices higher, which can increase Arcosa's operational costs, including transportation, energy, and raw materials for its various products, potentially impacting profit margins.

**Global Economic Slowdown Concerns:** The IMF's anticipated downgrade of global growth forecasts due to geopolitical tensions could indirectly affect investor sentiment and the broader economic outlook, potentially influencing the pace of large-scale infrastructure investments.